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Retirement Planning

Investing In Your Future

The professionals at Align Wealth Management have over 25 years of retirement planning experience which can benefit you as we develop a customized comprehensive asset management and income plan that will help you pursue your retirement goals.

When it comes to preparing for retirement, there are many questions to answer, but it all starts with a conversation about what’s right for you. Our experienced financial advisors will help you develop a customized plan after we get to know you personally based on where you are now and where you would like to be.

Like all Align Credit Union members, every retirement plan in unique and should be tailored to you. With various investment and insurance options, Align Wealth Management's experienced team can help you make appropriate financial decisions for you and your family.

From there, we will help you put your plan into motion and will manage and review your portfolio to ensure that as life changes, your finances evolve as well.

Ready to get started?

To schedule a no cost, no obligation meeting with LPL Registered Representative Sean Farrell, contact AWM Coordinator Nicole Ry by phone at (978) 323-0622 or email.

Check the background of this investment professional on FINRA'S Broker Check.

Investment Tools

  • Fee Based Accounts
  • ETF & Index Funds
  • Index Annuities
  • Variable Annuities
  • IRA –Simple – SEP
  • Stocks
  • Life Insurance
  • Employee Stock Options & Benefits

Pre-Retirement Services

  • Review your current financial situation and goals
  • Evaluate your existing retirement plans
  • Create a customized lifetime retirement income plan
  • Work with you to implement decisions and allocate assets

Post- Retirement Services

  • Create a long term strategy to align with life expectancy
  • Schedule periodic reviews of investment allocations
  • Assess and plan for social security integration
  • Manage asset preservation

Access to Investment Resources 24/7

Check out Align Wealth Management's online portal for an abundance of information on financial markets, up-to-the-minute stock prices, articles of interest, calculators, and more.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).. Insurance products are offered through LPL or its licensed affiliates. Align Credit Union and Align Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Align Wealth Management, and may also be employees of Align Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Align Credit Union or Align Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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